CX Institutional’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
792
-8,722
| -92% | -$4.66M | 0.01% | 411 |
|
|
2025
Q1 | $4.61M | Buy |
9,514
+8,840
| +1,312% | +$4.28M | 0.17% | 128 |
|
|
2024
Q4 | $359K | Buy |
674
+4
| +0.6% | +$2.13K | 0.01% | 406 |
|
|
2024
Q3 | $315K | Buy |
670
+16
| +2% | +$7.52K | 0.01% | 456 |
|
|
2024
Q2 | $279K | Sell |
654
-5
| -0.8% | -$2.14K | 0.01% | 474 |
|
|
2024
Q1 | $289K | Sell |
659
-8
| -1% | -$3.51K | 0.01% | 464 |
|
|
2023
Q4 | $253K | Buy |
667
+21
| +3% | +$7.98K | 0.01% | 443 |
|
|
2023
Q3 | $213K | Sell |
646
-12,879
| -95% | -$4.25M | 0.01% | 466 |
|
|
2023
Q2 | $4.49M | Buy |
13,525
+1,205
| +10% | +$400K | 0.23% | 128 |
|
|
2023
Q1 | $3.77M | Buy |
+12,320
| New | +$3.77M | 0.2% | 152 |
|
|
2022
Q3 | – | Sell |
-199
| Closed | -$47K | – | 484 |
|
|
2022
Q2 | $47K | Buy |
+199
| New | +$47K | ﹤0.01% | 686 |
|
|
2021
Q4 | – | Sell |
-262
| Closed | -$69K | – | 361 |
|
|
2021
Q3 | $69K | Buy |
262
+42
| +19% | +$11.1K | 0.01% | 518 |
|
|
2021
Q2 | $55K | Buy |
220
+41
| +23% | +$10.3K | ﹤0.01% | 549 |
|
|
2021
Q1 | $42K | Buy |
179
+23
| +15% | +$5.4K | ﹤0.01% | 522 |
|
|
2020
Q4 | $30K | Buy |
156
+47
| +43% | +$9.04K | ﹤0.01% | 534 |
|
|
2020
Q3 | $17K | Sell |
109
-78
| -42% | -$12.2K | ﹤0.01% | 577 |
|
|
2020
Q2 | $28K | Sell |
187
-75
| -29% | -$11.2K | ﹤0.01% | 391 |
|
|
2020
Q1 | $27K | Buy |
262
+192
| +274% | +$19.8K | ﹤0.01% | 345 |
|
|
2019
Q4 | $12K | Sell |
70
-7,103
| -99% | -$1.22M | ﹤0.01% | 406 |
|
|
2019
Q3 | $1.06M | Sell |
7,173
-800
| -10% | -$118K | 0.17% | 123 |
|
|
2019
Q2 | $1.16M | Buy |
7,973
+7,895
| +10,122% | +$1.15M | 0.18% | 113 |
|
|
2019
Q1 | $10K | Buy |
78
+48
| +160% | +$6.15K | ﹤0.01% | 455 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 417 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 299 |
|
|
2018
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 276 |
|